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Wells Fargo
WFC

Overview Fund Activity

2,217 hedge funds and large institutions have $140B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 774 increasing their positions, 915 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,217
Holders Change
-20
Holders Change %
-0.89%
% of All Funds
32.07%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.87%
New
165
Increased
774
Reduced
915
Closed
158
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$387M
4
BlackRock
BlackRock
New York
+$320M
5
Franklin Resources
Franklin Resources
California
+$310M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$637M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$537M
3
APG Asset Management
APG Asset Management
Netherlands
-$391M
4
Capital International Investors
Capital International Investors
California
-$382M
5
Dodge & Cox
Dodge & Cox
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Estabrook Capital Management
New York
$7.23M -$160K -2,832 -2%
EF
477
Empirical Finance
Pennsylvania
$7.22M +$98.9K +1,751 +1%
MFG
478
Monte Financial Group
Connecticut
$7.17M +$126K +2,230 +2%
UCI
479
Uncommon Cents Investing
Wisconsin
$7.13M -$6.78K -120 -0.1%
TSS
480
Two Sigma Securities
New York
$7.13M -$5.42M -96,008 -43%
SPIA
481
Steward Partners Investment Advisory
New York
$7.1M +$378K +6,686 +6%
MHIC
482
Marble Harbor Investment Counsel
Massachusetts
$7.08M +$6.84K +121 +0.1%
OCM
483
Olstein Capital Management
New York
$7.01M +$169K +3,000 +2%
SM
484
Salzhauer Michael
$6.95M – – –
SFS
485
Sowell Financial Services
Arkansas
$6.9M -$317K -5,606 -4%
GCM
486
Gibraltar Capital Management
Oklahoma
$6.85M -$79.4K -1,405 -1%
DILIC
487
Dai-ichi Life Insurance Company
Japan
$6.85M -$1.13M -20,000 -14%
SFA
488
Semmax Financial Advisors
North Carolina
$6.8M +$764K +10,459 +13%
SA
489
Sicart Associates
New York
$6.68M -$141K -2,500 -2%
TI
490
tru Independence
Oregon
$6.59M -$110K -1,953 -2%
RIG
491
RiverFront Investment Group
Virginia
$6.58M -$7.68K -136 -0.1%
MCM
492
Maltese Capital Management
New York
$6.5M -$17.5M -309,651 -73%
AU
493
Algebris (UK)
United Kingdom
$6.47M +$6.47M +127,489 New
MYAM
494
Meiji Yasuda Asset Management
Japan
$6.45M +$1.97M +34,865 +44%
BBI
495
Baxter Bros Inc
Connecticut
$6.4M -$281K -4,970 -4%
DA
496
DCM Advisors
New York
$6.29M – – –
RG
497
Rathbones Group
United Kingdom
$6.25M +$40.8K +722 +0.7%
NG
498
NatWest Group
United Kingdom
$6.18M -$1.64M -29,116 -21%
ASN
499
Advisory Services Network
Georgia
$6.15M – – –
PP
500
Prudential plc
United Kingdom
$6.11M +$2.82M +49,916 +86%
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